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Next Level Thinking

To be successful, you have to have your heart in your business and your business in your heart.

~ Thomas J. Watson

A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.

~ Alexa Von Tobel

The mint makes it first
It's up to you to make it last.

~ Evan Esar

Someone is sitting in the shade today
because someone planted a tree
a long time ago.

~ Warren Buffett

An investment in knowledge
Pays the best interest.

~ Benjamin Franklin.

If you want to reap financial blessings, you have to sow financially.

~ Joel Osteen

Why Us?

Our work shows that we care.

Our Mission

Our focus is to offer an educated, service-based approach, guiding our clients through a complex financial world. We simplify our clients' lives by creating financial security and preserving their wealth through innovative planning.

Our Investment Philosophy

Investing is a marathon, not a sprint. We have developed a disciplined, methodical system to manage your investment portfolio and help you achieve your financial goals while protecting your wealth against unnecessary risk.

Our Process

Beginning with an initial meeting and fact-finding session, we will assess your current financial situation and outline your short and long-term goals. We then work collaboratively to put a plan in place to grow and protect your wealth for generations to come.

OUR SERVICES

Every family and business is unique.
That's why every plan we develop and every strategy we recommend is tailor made for each individual client.

Investments

Based on a personal assessment, we will tailor a portfolio to your risk tolerance, time horizon and investment objectives. As a financial services firm that provides independent financial advice, we can pull from an incredibly wide range of investment options to build your optimal portfolio. Once established, we will monitor your portfolio to ensure that it continues to meet your goals as your life evolves.

Retirement Planning

People are living longer than ever, so it's imperative to have an effective retirement plan in place. Balancing your everyday needs and goals with a conservative long-term strategy, we can develop a plan that covers government programs, pensions, other sources of retirement income, life expectancy and historical rates of inflation to ensure you live a comfortable life.

Tax Efficiency Planning

From individuals to corporations, tax efficiency planning is one of the best ways to free up additional capital for investing. Increasing tax deductions, deferring income to a future year and splitting income with family members, are just a few of the strategies we can explore.

Corporate Strategies/Business Owners

We advise business owners and their executives on all aspects of their financial plans, including investment tax minimization, estate, retirement, and investment portfolio planning. We also help corporations implement executive compensation structures such as individual pension plans and other tax-deferral strategies.

Estate Planning

After a lifetime of hard work and sacrifice, you want to be sure that your assets will be passed on according to your goals and wishes. Our team can help you develop an estate plan to reduce tax on the assets you leave to your heirs, while also making the estate process as smooth and stress-free as possible for everyone involved.

Fee for Service Planning

We offer fee for service financial planning with a CFP professional.

Insurance Strategies & Estate Planning

Insurance strategies and Estate Planning services are available through referral arrangement in place with Pereux Financial Services. For more information please contact Newcombe Wealth Management. www.pereux.com.

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Our Team

Learn more about our amazing team of professionals.

Alain Pereux

President and Founder
Professional Wealth Advisor

CEA

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Alain Pereux

Alain has been an advisor in the investment planning business since 1986, and he has spent the last 25 years specializing in corporate and personal investment planning strategies. He works with families to help build and preserve wealth. He specializes in estate and retirement income planning. Alain believes that knowledge, diligence and personalized service are the keys to providing great insurance and investment solutions.

Bio

Bruce Bowden

Assistant

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Bruce Bowden

Marge Neufeld

Operations Manager

Marge Neufeld

Testimonials

"My wife and I have always been savers, for me it started with a few dollars in savings bonds each payday. It didn't take long to realize that someone who knew what they were doing could make this a lot easier. My Diane knew a person who looked after investors as a profession and had made steady success for her. We pooled our resources at Newcombe Financial which became Newcombe Wealth, with an eye on stress free investing with minimal involvement on our part. We outlined our investing profile, remarkably similar, with a meeting or two each year for updates and revisions to adjust to market swings. Over the years we became secure in our goal to early retirement. Thankfully, we had over 10 years of unrestricted retirement adventures together. I wouldn't have missed it for the world and very contented with the future." ~ Mike Budrow

"Trustworthy. Compassionate. Available. Committed. Informed. Only a few of the many reasons why I wholeheartedly endorse Newcombe Wealth Management and their personnel. Both my husband and I, for many years experienced complete satisfaction. And now, I, recently widowed, cannot speak highly enough of how Alain and Trevor have guided and assisted me through this past year." ~ Pat Ferguson

"Trustworthy. Compassionate. Available. Committed. Informed. Only a few of the many reasons why I wholeheartedly endorse Newcombe Wealth Management and their personnel. Both my husband and I, for many years experienced complete satisfaction. And now, I, recently widowed, cannot speak highly enough of how Alain and Trevor have guided and assisted me through this past year." ~ Pat Ferguson

“We were fortunate to find Newcombe Wealth Management to assist Brant and I in our financial planning. We have been with Alain and his team for over 15 years and are very pleased with their expertise and knowledge. One thing we liked about Newcombe Wealth Management was their attention to global market changes and the communication back to us to ensure that we were aware of how our portfolio might be affected. I have recommended them to friends with great success.” ~ Cathy Greer